13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001963452
申报总市值
US$2.5亿
US$2.5亿
33 檔
23.3%
Windle Wealth, LLC 在 Q3 2025 季度的美股仓位总计估值为 US$2.5亿，分散于 33 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q3 2025，Windle Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 2 个新仓位，并对 21 个既有持股进行加仓（合计增持 23 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Windle Wealth, LLC 的前 5 大核心持股（包含 NVDA, MSFT, AAPL 等）合计占整体申报市值的 23.3%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 6.86% | +0.56% | +0.01% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.20% | +0.04% | -0.12% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.93% | +0.43% | +0.61% | |
| 4 | WELL | Welltower Inc | 股票-房地产 | 4.47% | +0.41% | -0.00% | |
| 5 | ABBV | Abbvie Inc | 股票-医疗保健 | 4.46% | +0.50% | +0.90% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 4.40% | +0.07% | -2.61% | |
| 7 | MO | Altria Group Inc | 股票-非周期性消费 | 4.02% | +0.22% | -0.01% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.95% | — | -0.48% | |
| 9 | T | At&t Inc | 股票-通信服务 | 3.88% | -1.20% | +0.13% | |
| 10 | SO | Southern Co/the | 股票-公用事业 | 3.87% | -0.11% | +1.48% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.76% | -0.01% | +9.74% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 3.67% | -1.23% | +2.14% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 3.62% | -1.10% | +2.98% | |
| 14 | ED | Consolidated Edison Inc | 股票-公用事业 | 3.58% | -0.16% | +4.70% | |
| 15 | MMM | 3m Co | 股票-工业 | 3.58% | +0.39% | +4.64% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 3.58% | -0.43% | +2.02% | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.56% | +0.15% | +2.85% | |
| 18 | UL | Unilever PLC | 股票-非周期性消费 | 3.53% | — | +3.79% | |
| 19 | VZ | Verizon Communications Inc | 股票-通信服务 | 3.53% | -0.71% | +1.09% | |
| 20 | ITW | Illinois Tool Works | 股票-工业 | 3.47% | +0.20% | +3.19% | |
| 21 | O | Realty Income CORP | 股票-房地产 | 3.43% | +0.12% | -1.40% | |
| 22 | PEP | Pepsico Inc | 股票-非周期性消费 | 3.28% | -0.31% | +1.00% | |
| 23 | TROW | T Rowe Price Group Inc | 股票-金融 | 3.19% | +0.68% | -5.53% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.82% | +0.56% | +0.09% | |
| 25 | COIN | Coinbase Global Inc -class A | 股票-金融 | 1.44% | -0.18% | +0.02% | |
| 26 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.27% | +0.09% | — | |
| 27 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.94% | -0.05% | — | |
| 28 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.49% | +0.37% | — | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 0.48% | +0.01% | +0.53% | |
| 30 | TSLA | Tesla Inc | 股票-周期性消费 | 0.34% | +0.02% | — | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.18% | +0.04% | +0.06% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.11% | +0.12% | — | |
| 33 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.11% | — | +0.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.4% | +0.01% | 加仓 |
| 2 | AVGO | Broadcom Inc | +1.8% | -2.61% | 减仓 |
| 3 | MSFT | Microsoft CORP | +0.9% | -0.12% | 加仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.7% | +0.09% | 加仓 |
| 5 | COIN | Coinbase Global Inc -class A | +0.7% | +0.02% | 加仓 |
| 6 | AAPL | Apple Inc | +0.3% | +0.61% | 加仓 |
| 7 | TSLA | Tesla Inc | +0.2% | — | 加仓 |
| 8 | TROW | T Rowe Price Group Inc | +0.1% | -5.53% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.06% | 加仓 |
| 10 | MELI | Mercadolibre Inc | 0% | — | 不变 |
| 11 | WELL | Welltower Inc | 0% | -0.00% | 减仓 |
| 12 | PANW | Palo Alto Networks Inc | 0% | — | 不变 |
| 13 | AMZN | Amazon.com Inc | 0% | — | 不变 |
| 14 | MMM | 3m Co | 0% | +4.64% | 加仓 |
| 15 | HD | Home Depot Inc | 0% | +0.53% | 加仓 |
| 16 | ITW | Illinois Tool Works | -0.1% | +3.19% | 加仓 |
| 17 | ABBV | Abbvie Inc | -0.2% | +0.90% | 加仓 |
| 18 | JNJ | Johnson & Johnson | -0.2% | -0.48% | 减仓 |
| 19 | MO | Altria Group Inc | -0.3% | -0.01% | 减仓 |
| 20 | SO | Southern Co/the | -0.3% | +1.48% | 加仓 |
| 21 | CVX | Chevron CORP | -0.4% | +2.98% | 加仓 |
| 22 | XOM | Exxon Mobil CORP | -0.5% | +2.14% | 加仓 |
| 23 | UL | Unilever PLC | -0.5% | +3.79% | 加仓 |
| 24 | O | Realty Income CORP | -0.5% | -1.40% | 减仓 |
| 25 | PEP | Pepsico Inc | -0.5% | +1.00% | 加仓 |
| 26 | MCD | Mcdonald's CORP | -0.5% | +2.02% | 加仓 |
| 27 | PG | Procter & Gamble Co/the | -0.6% | +9.74% | 加仓 |
| 28 | KO | Coca-cola Co/the | -0.8% | +2.85% | 加仓 |
| 29 | VZ | Verizon Communications Inc | -0.8% | +1.09% | 减仓 |
| 30 | T | At&t Inc | -0.8% | +0.13% | 减仓 |
| 31 | ED | Consolidated Edison Inc | -0.8% | +4.70% | 加仓 |
| 32 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建仓 |
| 33 | UNH | Unitedhealth Group Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Windle Wealth, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$2.5亿，共申报了 33 个公开持股仓位。
在 Q3 2025 季度，Windle Wealth, LLC 按市值排列的前三大核心持股分别为：NVDA (6.9%)、MSFT (5.2%)、AAPL (4.9%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.9% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
TSM
市值: US$25.1万
本季最大获利了结 / 清仓标的
T
前期市值: US$905.3万
在 Q3 2025 季度中，Windle Wealth, LLC 共进行了 30 项持仓异动，包含新建仓 2 个仓位、加仓 21 个仓位、减仓 7 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 TSM。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。